Account Manager

About Ext. Marketing Inc. (“ext.”)

Ext. Marketing helps financial services firms achieve their marketing strategy, communications, and regulatory objectives – on time and on budget. Our clients are based in Canada and the U.S. and include tier-one banks and insurers, mutual fund companies, credit unions, as well as hedge funds, private equity and venture capital firms. We are a full-service agency with services ranging from market commentaries, to white papers, to infographics, branding and websites.

About the Position

You will report to ext.’s VP, Delivery & Client Success. You are a strong team player with experience in financial services, digital marketing and account management. You have a client-first approach and are a champion of communication and connecting with others. You take ownership of a project’s entire life cycle, communicating and engaging with key stakeholders to ensure that delivery is on time and executed with excellence. You understand that nothing gets done without a team of people, and you build strong relationships to drive successful outcomes. You know how to manage successful projects and win the trust of clients and prospects. You have sound decision-making skills and an ability to understand the strategy and business needs. At the same time, you are willing to roll up your sleeves to ensure that the work gets done.

Apply on LinkedIn.

Roles & Responsibilities

  • Manage client projects and support senior managers on more complex projects, including digital and capital raising campaigns.
  • Communicate effectively with both the internal team and clients to ensure the smooth delivery of each project. Drive tasks and deliverables forward with each of the major departments: Communications, Creative Studio & Digital, creating a seamless process between Ext. Marketing and the client.
  • Create workback schedules for all projects for internal and client-facing purposes.
  • Manage all delivery dates and updates to project plans.
  • Managing invoices with the Client and Ext. Marketing’s Finance team
  • Assist in the project setup, monitoring, tracking and closing process.
  • Lead and assist project and resource management (depending on project complexity).
  • Participate in Delivery Team meetings and Media Team meetings.
  • Update and maintain applicable lists, logs and databases.
  • Capture project close data; analyze client survey intake.
  • Lead and participate as appropriate in communications, digital & creative meetings.
  • Assist in the development of Ext. Marketing’s pitch books, proposals & estimates (where applicable).
  • Mentor/share knowledge with team members, other Ext staff.
  • Provide quality control support to ensure materials are client ready before presenting.
  • Understand the scope of work and communicate to both the internal team and clients when suggestions or assets will need to be priced out separately. Know when to loop in Sales for further support.
  • Manage activities relating to media account processes: intake forms, deadlines, account access, pre- and post-launch, optimization, and reporting.

Client Management

  • Client-Centric – Our clients are priority #1, so it is crucial that you have a client-first attitude. You are driven to meet and exceed our clients’ expectations.
  • You are pro-active, solutions-oriented, and innovative, bringing new ideas and processes to help our clients move their business forward, and meet their goals.
  • You bring a strategic, consultative mindset to working with clients. Your ability to get to the heart of clients’ needs and objectives helps drive success.
  • Drives Execution – You are comfortable taking calculated risks and learning from your mistakes. You naturally build trust and are a role model for others. You are passionate about achieving and surpassing our clients’ expectations.
  • Value add – More than just helping our clients execute their strategies, you bring your insights and experience to elevate their marketing efforts. Your insights make clients want to work ext. again and again.
  • Consensus Building – You are effective at consensus building, always doing what is right for the business and our clients.

Teamwork & Collaboration

  • You’re a strong communicator able to build consensus but also not afraid to tactfully manage conflict. You create strong, positive relationships with your colleagues and clients.
  • Passion for Excellence – You always look for ways to improve effectiveness and efficiency, making recommendations to increase productivity and the quality of work. You like to develop innovative solutions and challenge the status quo. You aim to be the best and are never compromising.
  • Always Learning – You are naturally curious and understand that the more knowledge and insights we bring, the better our work is. You believe in continuous improvement and regard feedback as an opportunity for both you and ext. to grow.
  • Team Member Engagement – You help to support an environment where people enjoy working hard while achieving their mission.
  • Empowerment – You collaborate and delegate effectively, as well as provide support and opportunities for growth through empowering others.


  • Process. Process. Process. We believe in strong processes, and you not only adhere to them but help to improve them. You lead by example ensuring everything from creative briefs to work back schedules and client status updates are well executed.

Required Skills & Experience

  • 5 + years’ experience in financial services marketing and/or digital marketing or media agency experience.
  • Strong communications and presentations skills.
  • Experience working with executives and building strong long-term relationships.
  • Action-oriented professional with an entrepreneurial, self-driven attitude, who can effectively deal with responsibilities.
  • Demonstrated commitment to learning – especially about the financial services industry and digital media landscape.
  • A strong focus on client service with the ability to maintain a high level of professionalism and client satisfaction.
  • Degree in business, finance, marketing or digital marketing is preferred.
  • Team player with excellent communication capabilities (written and oral); an essential ingredient of your success is the ability to partner and collaborate with internal and external stakeholders.
  • Skilled at Microsoft Office suite.
  • Ability to handle multiple projects and requests professionally, escalate issues as appropriate.
  • Extremely strong time management, organizational and problem-solving skills.
  • Experience and/or knowledge of marketing, the financial services industry and managing media projects is strongly preferred.
  • A keen attention to detail and ability to manage moving deadlines and multiple tasks per project/client.

Note: This job description is non-exhaustive and may be amended from time to time by ext., with or without notice to the Employee.